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Independent Solutions Wealth Management’s Goldman Sachs GS Stock Holding History

Independent Solutions Wealth Management’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$852K Sell
1,007
-1,765
-64% -$1.57M 0.13% 123
2025
Q4 		$2.44M Sell
2,772
-325
-10% -$265K 0.45% 73
2025
Q3 		$2.47M Buy
3,097
+48
+2% +$35.6K 0.44% 74
2025
Q2 		$2.16M Buy
3,049
+2,005
+192% +$1.16M 0.42% 78
2025
Q1 		$570K Sell
1,044
-2,090
-67% -$1.26M 0.13% 119
2024
Q4 		$1.79M Sell
3,134
-171
-5% -$95.4K 0.39% 80
2024
Q3 		$1.64M Sell
3,305
-13
-0.4% -$6.36K 0.37% 81
2024
Q2 		$1.5M Sell
3,318
-248
-7% -$109K 0.34% 88
2024
Q1 		$1.49M Sell
3,566
-139
-4% -$53.9K 0.35% 81
2023
Q4 		$1.43M Sell
3,705
-89
-2% -$29.7K 0.37% 76
2023
Q3 		$1.23M Buy
3,794
+453
+14% +$151K 0.32% 77
2023
Q2 		$1.08M Buy
3,341
+306
+10% +$101K 0.27% 86
2023
Q1 		$993K Buy
3,035
+55
+2% +$19.1K 0.29% 84
2022
Q4 		$1.02M Buy
2,980
+151
+5% +$52.6K 0.31% 82
2022
Q3 		$829K Buy
2,829
+332
+13% +$108K 0.27% 84
2022
Q2 		$742K Sell
2,497
-875
-26% -$272K 0.23% 91
2022
Q1 		$1.11M Buy
3,372
+354
+12% +$125K 0.26% 85
2021
Q4 		$1.15M Sell
3,018
-93
-3% -$36.8K 0.27% 86
2021
Q3 		$1.18M Buy
3,111
+152
+5% +$59.4K 0.29% 84
2021
Q2 		$1.12M Buy
2,959
+222
+8% +$79.4K 0.27% 88
2021
Q1 		$895K Buy
2,737
+113
+4% +$35.2K 0.25% 83
2020
Q4 		$692K Buy
2,624
+1,040
+66% +$232K 0.22% 90
2020
Q3 		$318K Sell
1,584
-22
-1% -$4.48K 0.12% 126
2020
Q2 		$317K Sell
1,606
-163
-9% -$30.6K 0.14% 118
2020
Q1 		$273K Sell
1,769
-75
-4% -$15.9K 0.15% 103
2019
Q4 		$424K Buy
+1,844
New +$400K 0.19% 100

Other funds holding GS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Independent Solutions Wealth Management's GS Position: Q1 2026 in Review

Independent Solutions Wealth Management reduced its Goldman Sachs (GS) stake by 64% in Q1 2026, selling an estimated $1.57M and leaving 1,007 shares worth $852K. The position accounts for 0.13% of the portfolio, ranked #123.

Independent Solutions Wealth Management first reported a position in GS in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.47M in Q3 2025. 2,982 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Independent Solutions Wealth Management held 1,007 shares of Goldman Sachs worth $852K as of Q1 2026.
  • Independent Solutions Wealth Management sold 1,765 Goldman Sachs shares in Q1 2026, an estimated $1.57M.
  • Goldman Sachs made up 0.13% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #123 holding.
  • Independent Solutions Wealth Management first reported a position in Goldman Sachs in Q4 2019 and has held it in 26 quarters since.
  • Independent Solutions Wealth Management's Goldman Sachs position peaked at $2.47M in Q3 2025.
  • 2,982 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.